Getting started is simple.
Whether you’re buying your first home, renewing your mortgage, or refinancing, our process is designed to keep things clear, organized, and stress-free from day one.
We’re here to help you every step of the way.
When you’re ready, choose the option that fits where you are.
Apply Online
Complete our secure online application and we’ll review your information right away.
Book A Call
Prefer to talk it through first? Schedule a call and we’ll walk through your situation together.
Check out what it’s like to work with us.
A clear process — without the overwhelm.
Family Mortgage Planners provided an outstanding experience from start to finish! They were incredibly responsive—it truly felt like a 24/7 service.
Chinonso O.
STEP ONE
Start the conversation
Every mortgage begins with a conversation.
We’ll take time to understand your financial picture, your timeline, and what you’re hoping to accomplish — whether that’s buying your first home, renewing your current mortgage, refinancing, or planning ahead.
You can begin by completing our secure online application or booking a call with us. From there, we’ll outline the next steps and answer any initial questions so you feel confident moving forward.
No pressure. Just clarity.
STEP TWO
Review & Prepare
Once we receive your information, our team carefully reviews your application together and confirms which documents lenders will require.
We request supporting documents upfront — because this critical step helps prevent delays, surprises, and last-minute stress later in the approval process.
You’ll receive clear instructions and access to our secure portal to upload documents safely. Throughout this phase, we stay responsive and available — keeping you updated so nothing feels unclear.
Our goal is simple: smooth approvals without unnecessary scrambling.
The team was so proactive – they kept me updated regularly with reminders about what was required at each stage.
Toyitan A.
They’re the best mortgage brokers out there! They really work hard to get the best deals for their customers. They saved me approx. $700-800 per month!
Wanda W.
STEP THREE
Secure Your Mortgage
After reviewing your documents, we present your strongest mortgage product and rate options currently available.
We’ll walk you through the differences in plain language so you understand not just the rate, but the structure and long-term impact of your choice.
From there, we can:
From your first application to final funding, we’re with you every step of the way, ensuring everything stays organized and on track.
Smooth. Clear. Stress-free.
Our clients know we always have their best interest in mind.
Clients share over and over again that they receive consistent communication, clear explanations and steady support from start to finish.
“Highly Recommend!”
★ ★ ★ ★ ★
Family Mortgage Planners were excellent to work with. They had me prequalified very quickly and made the process of submitting all the required paperwork really easy.
Once I had made an offer, they got me a great rate and once again got me set up very quickly. I highly recommend the Family Mortgage Planner team for any of your mortgage needs!
Chase B.
“They were exceptional from start to finish.”
★ ★ ★ ★ ★
Mark, Jonah and Joel really made getting the right financial institution for our mortgage easy and without stress.
They were exceptional from start to finish and I am certainly looking forward to working with them in the nearest future.
Afolabi D.
“I felt very well taken care of and supported.”
★ ★ ★ ★ ★
The whole team at Family Mortgage Planners was fantastic to work with. They answered all of our nitty-gritty questions with helpful explanations and additional information.
As first time home buyers my husband and I felt very well taken care of and supported by Family Mortgage Planners.
Sandra H.
Ready to take the first step?
We’ll help you understand your options, prepare properly, and move forward with confidence.
Have some questions?
Ready to get started?
There are several ways we can get started! Regardless of how you reach out, we’ll quickly get back to you & answer your questions!
Call or text us today!
780-907-7207
Connect with us!
Have a question?
Fill out the form below & we’ll get right back to you.
We’re trusted by thousands of local families.
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I had an amazing experience working with Family Mortgage Planners! From start to finish, their team was incredibly professional, knowledgeable, and supportive. They made the entire mortgage process smooth and stress-free, explaining every step and answering all my questions with patience and clarity. I truly felt like they had my... read more
Rekled
April 1, 2025Mark, Jonah and Joel are absolutely wonderful people. They helped us in securing mortgage financing for our new home and at unbeatable rate. Highly recommended. Very professional, patient and detailed people in my opinion.
oziren o.
February 10, 2024Highly recommended! As first time home buyers it was a great experience having Joel handle our mortgage. He was so helpful and knowledgeable. He knew what lenders would work for our particular situation and got us great rates. Also he clearly communicated what we should expect at each stage and... read more
Stuart S.
October 20, 2020 -
Fantastic experience, bank said no as I am not working but as I have RIF income and rental income they were able to get us into our new home with 1.94% 4 yr fixed. Quick to reply to any questions. Highly recommend!
AlanCarolyn R.
April 9, 2021As first time home buyers we didn't know much about the process for buying a house/getting approval for a mortgage. Jonah and their team at Family Mortgage Planners went above and beyond helping us with more than we could've expected. They were always available to answer the many questions we... read more
Edward B.
June 10, 2024These guys are awesome. They respond very quickly if you have questions or concerns, and they will walk you through anything if you have questions. I would recommend them to anyone needing a mortgage.
Aaron B.
August 16, 2021 -
Great team effort by the guys here! Very prompt and professional. Highly recommended!!
Garth G.
July 26, 2022They were very helpful and found us a much better rate than the banks were willing to give.
Casey G.
October 14, 2023Family Mortgage Planners were phenomenal to work with! They anticipated my questions, and answered everything so quickly I didn’t have time to stress over them! They helped us secure the mortgage on our little heart home! I will recommend Mark & Joel to anyone. I was very happy with everything... read more
Amanda A.
April 7, 2021 -
Excellent service and knowledge from all of the gentleman at Family Mortgage. Very knowledgeable regarding self employed options.
Erin M.
April 16, 2022Mark and Joel have helped us get great mortgages multiple times. We often recommend them to people starting out on their real estate ownership journey or investors looking to grow their portfolio. Whichever stage of the real estate game you're in; they'll get you a mortgage to help you reach... read more
Glenn S.
December 9, 2025Having used Family Mortgage planners for the second time II would once again recommend using their services .They are always extremely professional, reliable, informative , reinsuring and guide you through the process. The Mortgage planners promptly responded to questions making the process of remortgaging seamless and stress... read more
Maity T.
October 1, 2022 -
The team at Family Mortgage led by Mark are great and highly professional, l did not experience any issues working with them. Joel and Jonah did a great job making our mortgage process smooth, l particularly loved the fact that they respond to messages timely and answer any questions... read more
Opeoluwatosin o.
September 14, 2023I had an amazing experience with the Family Mortgage Planners Brokers getting approved for my new house. Even given the new stress test I was able to maintain my holding property, and everything was very prompt. Amazing team! And they got me a great rate to boot!
Melanie m.
March 1, 2020I recently purchased my first house, and I was lucky enough to find Joel with the Family Mortgage Planners Team. He was extremely professional and exceptionally fast in answering all of my questions thoroughly and always willing explain things in terms I could understand. Very good communicator. Within just hours... read more
Jonah W.
March 1, 2022 -
If you are looking for a mortgage, then look no further then Mark and Joel. They will treat you like family and will go above and beyond what you would expect. Highly recommend this team!
Jon
October 16, 2021For the first time purchasing our home, Family Mortgage Team Planners made the process seamless and stress-free. We will undoubtedly seek their assistance again in the future. Highly recommended!
angel n.
October 2, 2025Mark has been a pleasure to work with. Competitive rates and valuable advice. Thought I would try a discount mortgage provider direct and If I chose him instead I would have saved a lot of money as rates dropped and now I’m locked in! Very happy with his service and value... read more
Alex H.
January 18, 2021 -
Mark and his team were super helpful when it was time for me to renew my mortgage. They provided helpful, non-judgemental answers to my questions and provided excellent options for my situation. Thank you so much!
Josh K.
August 28, 2025We have used the team at the Family Mortgage Planners for three properties, three refinancing deals and for over 11 years. They care about your needs and find you the best rate available. We highly recommend.
Jenianne B.
March 1, 2022This is not the first time that I have used this company for my mortgage. Worked with Mark before, this time Joel was my advisor. Somehow they can always get better rates than other companies. I was very happy with Joel and all his requests to complete my appllication. There... read more
wojciech g.
March 25, 2025 -
We have been working with Mark and Joel for years. They always work hard for us, and take all the stress out of renewing our mortgage or signing up for a new one. They are always there to answer questions no matter what. Mark, Joel and the rest of the... read more
Lisa M.
August 16, 2021Absolutely thrilled with the service from Family Mortgage Planners! From start to finish, they made the mortgage process smooth and stress-free. Jonah is professional, knowledgeable, and genuinely cares about their clients. He took the time to understand my needs and provided personalized options that worked for me. Communication was clear... read more
akash n.
March 25, 2025The team at family mortgage was always available to answer questions and offered support to us every step of the way. After being turned down by our long term bank, we felt incredibly discouraged, but family mortgage was able to not only obtain our financing to purchase our forever home,... read more
Elise S.
February 26, 2021 -
Joel and Mark have always been incredibly helpful at every stage of my mortgage experience. Family Mortgage Planners will definitely be my mortgage specialists until I own my home outright and I would highly recommend them.
Jeremiah A.
July 16, 2022Joel and Mark were excellent and were always there to answer any questions I had!
Joseph R.
November 16, 2021Working with Joel and team at Family Mortgage Planners made the entire mortgage process so much less stressful. They were super patient, knowledgeable, and always quick to answer our questions (even the small ones). They explained everything clearly and helped us understand what we actually qualified for. Thank you for your... read more
Maria T.
November 29, 2025 -
If you are looking at buying a home I would highly suggest working with Mark & Joel. They had us pre-approved within 24 hours of inquiring and were clear and concise in what more they needed from us throughout the duration of the sale. They are available when you need... read more
Erik S.
March 1, 2022Recently got a mortgage through this company. Friendly, knowledgeable staff. Quick response to any questions I had. We had a fairly tight deadline but they made the whole process very quick and easy, highly recommend.
Meredith K.
May 10, 2024Glad I found family mortgage planners. They are 100% reliable and they go all the way for you and also with you all the way through the process. I will recommend them without thinking twice.
Charles D.
December 14, 2023